The American Academy of Private Practice in Speech Pathology and Audiology

We've partnered with AAPPSPA to prepare it's members for the single, most critically important financial event of their lives...

THE TRANSITION OUT OF THEIR PRIVATE PRACTICE.

Planning your business exit is a process that begins 3–10 years before you want to leave. It is a multi-step process that begins with us helping you determine what your successful exit will be. Once your goals are set, we work to make sure your business is transferred to the successor you choose, at the price you want, on a date you choose. Here’s what we can help you with:

Setting your unique exit goals.

Making sure your business will continue if something happens to you before your planned exit.

Increasing the value of your company so you reap a fair value for your life’s work.

Creating retirement and asset management strategies that give you the level of comfort you desire.

Throughout this process, we work with a team of skilled professionals including an attorney, CPA, and business-valuation expert. These professionals have experience in Exit Planning issues and working with closely-held businesses. We not only bring this team together but also manage the whole process for you by providing you with all the people, tools, and strategies necessary to achieve your successful business exit.

What are the Components of an Exit Plan?

Having worked with owners to create successful exits, we know that it is critical to answer three principal exit objectives before moving forward with your Exit Plan.

How much cash do you need when you exit to support the lifestyle you desire?

When do you want to leave the company?

To whom do you want to sell / transfer the company?

What's Next?

Once you determine the primary exit objectives, we develop and implement strategies to accomplish the remaining goals of...

Protecting Your Family

Prepare appropriate estate planning documents and funding financial needs using insurance to minimize the financial impact of death or becoming permanently incapacitated.

We offer a complimentary Exit Planning Assessment that will help you see just how prepared you are to move on. The assessment will also identify critical planning issues that must be addressed if you are to leave your business in style.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

This material is intended for general public use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. National Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.